William P. Gettings
Professional summary
William Paul Gettings, CFP®, who also goes by Bill Gettings, is a registered financial advisor currently at GETTINGS BUSCH WEALTH MANAGEMENT located in Lafayette, Indiana.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. William has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 62, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Paul Gettings's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
January 2, 2020 - Present
GETTINGS BUSCH WEALTH MANAGEMENT
Office #1: 672 Main Street Suite 300, Lafayette, IN 47901July 16, 2002 - December 31, 2019
CREATIVE FINANCIAL DESIGNS, INC.
July 2, 2002 - December 31, 2019
CFD INVESTMENTS, INC.
May 4, 1982 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
May 4, 1982 - July 2, 2002
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
GETTINGS BUSCH WEALTH MANAGEMENT
CRD#: 306757 / SEC#: 801-117868
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2020)
(6/9/2020)
Exams
Series 62
Date: 4/23/2012
Corporate Securities Limited Representative ExaminationCurrent Firm
GETTINGS BUSCH WEALTH MANAGEMENT
CRD#: 306757 / SEC#: 801-117868
Contact information
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,761 |
| AUM (Assets Under Management) | $ 444,067,799 |
Red Flags
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